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Safeguard Investment Advisory Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Safeguard Investment Advisory Group’s Portfolio SPEM Stock Details SPEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5
Closed – – 615
2020
Q4 		$0 Buy
+5
New +$198 ﹤0.01% 789

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Citadel Advisors
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AF
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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Safeguard Investment Advisory Group's SPEM Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2021, closing a stake of 5 shares.

Safeguard Investment Advisory Group first reported a position in SPEM in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 525 funds tracked by Wall St. Rank hold SPEM as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 5 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $0 in Q4 2020.
  • 525 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.